Eric S Wolfe

Current Employers

Equity Services, Inc.

One National Life Drive, Montpelier, VT 05604 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2023-09-14

NY RA
APPROVED

Since 2023-09-14

Branch Locations

225 Broadhollow Road Suite 301, Melville, NY 11747 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Nylife Securities, Llc	Melville	NY	09/2014	07/2021
New York Life Insurance Co	Melville	NY	09/2014	07/2021
Massmutual Life Insurance Co	Syosset	NY	08/2021	07/2023
Mml Investors Services, Llc	Syosset	NY	09/2021	07/2023
Equity Services Inc	Montpelier	VT	09/2023	Present

09/2014 → 07/2021

Nylife Securities, Llc

Melville, NY
09/2014 → 07/2021

New York Life Insurance Co

Melville, NY
08/2021 → 07/2023

Massmutual Life Insurance Co

Syosset, NY
09/2021 → 07/2023

Mml Investors Services, Llc

Syosset, NY
09/2023 → Present

Equity Services Inc

Montpelier, VT

Previous Registrations

2022-03-10 → 2023-07-28

Mml Investors Services, Llc

Woodbury, NY

Other Businesses

*WEALTHBRIDGE FINANCIAL. 225 BROADHOLLOW ROAD, SUITE 301, MELVILLE NY. 11747,INV REL. AUG 2023. LIFE INS, RECRUITING, DEVELOPING, AND TRAINING AGENTS. MANAGING DIR AND HEAD OF TRAINING. DURING TRADE HRS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-11-30
S63	Uniform Securities Agent State Law Examination	2015-08-04

S66 Uniform Combined State Law Examination

2021-11-30
S63 Uniform Securities Agent State Law Examination

2015-08-04

Other Names

Eric Samuel Wolfe
Eric Samuel Wolfe

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